Manage client onboarding by updating information, organizing into groups, and tagging for communication
Manage client onboarding by updating information, organizing into groups, and tagging for communication
Organize your client onboarding by updating client information in ABC Trainerize when their pipeline stage changes in LeadConnector. Group clients and tag them in Kit for targeted communication, ensuring richer engagement.
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Overview
Organize your client onboarding by updating client information in ABC Trainerize when their pipeline stage changes in LeadConnector. Group clients and tag them in Kit for targeted communication, ensuring richer engagement.